THE CULLEN TRUST FOR HEALTH CARE: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE CULLEN TRUST FOR HEALTH CARE (EIN 74-2001755)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-13
- IRS object ID
- 201333179349301918
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-13T10:13:03-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2800 Post Oak Blvd Ste 3200 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77056 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742001755 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CULLEN TRUST FOR HEALTH CARE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % CULLEN GEISELMAN | InCareOfName |
| Name Control | CULL | NameControl |
| Phone | 7136518860 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 Jefferson 40th Floor | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 77002 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Cullen Geiselman | Name |
| Title | Principal Officer | Title |
| Phone | 7138618860 | Phone |
| Date Signed | 2013-11-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | M Paige Gerich | Name |
| Phone | 7134994600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MS CULLEN GEISELMAN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 JEFFERSON 40TH FLOOR | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77002 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 49328534 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1978 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | SUPPORT FOR HEALTH CARE INSTITUTIONS WITHIN THE STATE OF TEXAS AND PRIMARILY IN THE GREATER HOUSTON AREA. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 7 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 7 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 8 | TotalNbrVolunteers |
| Total Gross UBI | 12336 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 11336 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 4744482 | InvestmentIncomePriorYear |
| Investment Income Current Year | 9689405 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 11933 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1867 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4756415 | TotalRevenuePriorYear |
| Total Revenue Current Year | 9691272 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 4457833 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 3218334 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 784816 | OtherExpensePriorYear |
| Other Expenses Current Year | 835686 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 5242649 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4054020 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -486234 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 5637252 | RevenuesLessExpensesCY |
| Total Assets BOY | 89382119 | TotalAssetsBOY |
| Total Assets EOY | 95007035 | TotalAssetsEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 89382119 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 95007035 | NetAssetsOrFundBalancesEOY |
| Mission Description | SUPPORT FOR HEALTH CARE INSTITUTIONS WITHIN THE STATE OF TEXAS AND PRIMARILY IN THE GREATER HOUSTON AREA. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 3218334 | Expense |
| Grants | 3218334 | Grants |
| Description | THE TRUST WAS CREATED FOR CHARITABLE, SCIENTIFIC, LITERARY AND EDUCATIONAL PURPOSES AND IS ADMINISTERED SOLELY FOR THE BENEFIT OF HEALTH CARE INSTITUTIONS IN THE STATE OF TEXAS, PRIMARILY WITHIN THE GREATER HOUSTON AREA. TRUSTEES HAVE THE DISCRETION TO PROVIDE ASSISTANCE TO ANY OR ALL OF THE BENEFICIARIES OF THE CLASS. | Description |
| Total Program Service Expense | 3218334 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | false | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 6 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 7 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 7 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | false | WhistleblowerPolicy |
| Document Retention Policy | false | DocumentRetentionPolicy |
| Compensation Process CEO | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | CULLEN GEISELMAN | NamePerson |
| Telephone Number | 7138618860 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 JEFFERSON 40TH FLR | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 77002 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (7 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer |
|---|---|---|---|
| WILHELMINA E ROBERTSON | |||
| CHAIR | 1.0 | X | X |
| ERNEST G COCKRELL JR | |||
| VICE CHAIR | 1.0 | X | X |
| HARRY H CULLEN | |||
| SECRETARY-TREASURER | 1.0 | X | X |
| WILHELMINA B TRAYLOR | |||
| TRUSTEE | 1.0 | X | |
| MELINDA PERRIN | |||
| TRUSTEE | 1.0 | X | |
| NANCY GORDON | |||
| TRUSTEE | 1.0 | X | |
| D GIBSON WALTON | |||
| TRUSTEE | 1.0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| FAYEZ SAROFIM CO | |||||
| TWO HOUSTON CENTER STE 2907 | HOUSTON | TX | 77002 | INVESTMENT MNGMNT | 170867 |
| NEPC LLC | |||||
| ONE MAIN STREET | CAMBRIDGE | MA | 02142 | CONSULTING | 116040 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Total Contributions | 0 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3658010 | TotalRevenueColumn |
| Unrelated Business Revenue | 12336 | UnrelatedBusinessRevenue |
| Exclusion | $3,645,674 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 45668657 | Securities |
| Other | 0 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 39637262 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6031395 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6031395 | TotalRevenueColumn |
| Exclusion | $6,031,395 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LITIGATION & SETTLEMENT INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 1867 | TotalRevenueColumn |
| Exclusion | $1,867 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1867 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9691272 | TotalRevenueColumn |
| Unrelated Business Revenue | 12336 | UnrelatedBusinessRevenue |
| Exclusion | $9,678,936 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3218334 | Total |
| Program Services | 3218334 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Fundraising | 0 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11450 | Total |
| Management And General | 11450 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37050 | Total |
| Management And General | 37050 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 502838 | Total |
| Management And General | 502838 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 145872 | Total |
| Management And General | 145872 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12283 | Total |
| Management And General | 12283 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Fundraising | 0 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Fundraising | 0 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6087 | Total |
| Management And General | 6087 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|
| FOREIGN TAX WITHHOLDING | 69015 | 69015 | |
| MISCELLANEOUS EXPENSE | 51091 | 51091 | 0 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4054020 | Total |
| Program Services | 3218334 | ProgramServices |
| Management And General | 835686 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10 | BOY |
| EOY | 10 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5322817 | BOY |
| EOY | 2371110 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 84059292 | BOY |
| EOY | 92635915 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 89382119 | BOY |
| EOY | 95007035 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 89382119 | BOY |
| EOY | 95007035 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 89382119 | BOY |
| EOY | 95007035 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 89382119 | BOY |
| EOY | 95007035 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 5637252 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -12336 | ReconcilationOtherChanges |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Accountant Compile Or Review | true | AccountantCompileOrReview |
Accountant Compile Or Review Basis AccountantCompileOrReviewBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | false | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (21 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Supported Organization NotifiedSupportedOrganizationNotified | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|---|
| HARRIS COUNTY HOSPITAL DISTRICT FOUNDATION | |||||
| 760408224 | 07 | true | true | true | $500,000 |
| THE UNIVERSITY OF TEXAS MD ANDERSON | |||||
| 746000203 | 03 | true | true | true | $400,000 |
| MEMORIAL HERMANN FOUNDATION | |||||
| 741653640 | 0 | true | true | true | $400,000 |
| UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER | |||||
| 741761309 | 0 | false | true | true | $100,000 |
| ARROW CHILD & FAMILY MINISTRIES | |||||
| 742622426 | 0 | false | true | true | $25,000 |
| THE CHILDREN'S ASSESSMENT CENTER | |||||
| 760458780 | 0 | false | true | true | $50,000 |
| TEXAS HEART INSTITUTE | |||||
| 746053200 | 0 | false | true | true | $300,000 |
| HOUSTON EYE ASSOCIATES | |||||
| 760046317 | 0 | false | true | true | $25,000 |
| TIRR FOUNDATION | |||||
| 760185588 | 0 | false | true | true | $50,000 |
| NEIGHBORHOOD CENTERS FOR SHELTERING ARMS SENIOR SERVICES | |||||
| 741152601 | 0 | false | true | true | $250,000 |
| THE HOPE FOUNDATION | |||||
| 746087577 | 0 | false | true | true | $15,000 |
| HOUSTON-GALVESTON TRAUMA INSTITUTE | |||||
| 710875760 | 0 | false | true | true | $20,000 |
| SAN JOSE CLINIC | |||||
| 760373703 | 03 | false | true | true | $50,000 |
| GOOD NEIGHBOR HEALTH CARE CENTER | |||||
| 741746576 | 03 | false | true | true | $50,000 |
| UNIVERSITY OF TEXAS MEDICAL BRANCH GALVESTON | |||||
| 746000949 | 0 | false | true | true | $333,334 |
| HEALTHCARE FOR THE HOMELESS | |||||
| 760647934 | 0 | false | true | true | $50,000 |
| HOUSTON COMMUNITY HEALTH CENTERS | |||||
| 760622208 | 0 | false | true | true | $50,000 |
| IBN SINA FOUNDATION | |||||
| 760698464 | 0 | false | true | true | $50,000 |
| LEGACY COMMUNITY HEALTH SERVICE | |||||
| 760009637 | 0 | false | true | true | $50,000 |
| SPRING BRANCH FAMILY COMMUNITY HEALTH CENTER | |||||
| 300198705 | 0 | false | true | true | $50,000 |
| UNIVERSITY OF ST THOMAS | |||||
| 741277664 | 02 | false | true | true | $400,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 21 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 3218334 | SumOfAmounts |
| Public Support Percentage509 | 0.00000 | PublicSupportPercentage509 |
| General Explanation | THE CULLEN TRUST FOR HEALTH CARE TRUSTEES ARE CHARGED WITH THE SELECTION OF HEALTH CARE INSTITUTIONS AS BENEFICIARIES OF TRUST ASSETS IN ORDER TO MAINTAIN THE ORGANIZATION'S STATUS AS A SUPPORT ORGANIZATION OF INSTITUTIONS PROVIDING HEALTH CARE IN THE STATE OF TEXAS, PRIMARILY IN THE GREATER HOUSTON AREA. | GeneralExplanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Current Year Minus3 Years | CurrentYearMinus3Years | |
| Current Year Minus4 Years | CurrentYearMinus4Years | |
| Land | Land | |
| Buildings | Buildings | |
| Leasehold Improvements | LeaseholdImprovements | |
| Equipment | Equipment | |
| Other Land Buildings | OtherLandBuildings | |
| Tot Revenue Etc Audited Fincl Stmt | 9678936 | TotRevenueEtcAuditedFinclStmt |
| Revenue Subtotal | 9678936 | RevenueSubtotal |
| Other Revenues Not Included | 12336 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 12336 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 9691272 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4054020 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 4054020 | ExpensesSubtotal |
| Total Expenses Per Form990 | 4054020 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | OTHER REVENUE | Identifier |
| Return Reference | PART XI, LINE 4B | ReturnReference |
| Explanation | AETHER REAL ASSETS II, L.P. K-1 UBI $12,336 | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (21 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| HARRIS COUNTY HOSPITAL DISTRICT FOUNDATION | |||||||
| 2525 HOLLY HALL ST 235 | HOUSTON | TX | 77054 | 760408224 | 501(C)(3) | 500000 | CHARITABLE |
| THE UNIVERSITY OF TEXAS MD ANDERSON | |||||||
| PO BOX 4486 | HOUSTON | TX | 77210 | 746000203 | 501(C)(3) | 400000 | CHARITABLE |
| MEMORIAL HERMANN FOUNDATION | |||||||
| 9301 SOUTHWEST FWY STE 600 | HOUSTON | TX | 77074 | 741653640 | 501(C)(3) | 400000 | CHARITABLE |
| UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER | |||||||
| 7000 FANNIN STE 1200 | HOUSTON | TX | 77030 | 741761309 | GOVERNMENTAL | 100000 | CHARITABLE |
| ARROW CHILD & FAMILY MINISTRIES | |||||||
| 2929 FM 2920 | SPRING | TX | 77388 | 742622426 | 501(C)(3) | 25000 | CHARITABLE |
| THE CHILDREN'S ASSESSMENT CENTER | |||||||
| 2500 BOLSOVER | HOUSTON | TX | 77005 | 760458780 | 501(C)(3) | 50000 | CHARITABLE |
| TEXAS HEART INSTITUTE | |||||||
| 6770 BERTNER C 550 | HOUSTON | TX | 77030 | 746053200 | 501(C)(3) | 300000 | CHARITABLE |
| HOUSTON EYE ASSOCIATES | |||||||
| 7155 OLD KATY RD STE N100 | HOUSTON | TX | 77024 | 760046317 | 501(C)(3) | 25000 | CHARITABLE |
| TIRR FOUNDATION | |||||||
| 4605 POST OAK PLACE DR STE 222 | HOUSTON | TX | 77027 | 760185588 | 501(C)(3) | 50000 | CHARITABLE |
| NEIGHBORHOOD CENTER FOR SHELTERING ARMS SENIOR SVC | |||||||
| 3838 ABERDEEN WAY | HOUSTON | TX | 77025 | 741152601 | 501(C)(3) | 250000 | CHARITABLE |
| THE HOPE FOUNDATION | |||||||
| 15403 HOPE VILLAGE RD | FRIEMDSWOOD | TX | 77546 | 746087577 | 501(C)(3) | 15000 | CHARITABLE |
| HOUSTON-GALVESTON TRAUMA INSTITUTE | |||||||
| PO BOX 925453 | HOUSTON | TX | 77292 | 710875760 | 501(C)(3) | 20000 | CHARITABLE |
| SAN JOSE CLINIC | |||||||
| PO BOX 2808 | HOUSTON | TX | 77252 | 760373703 | 501(C)(3) | 50000 | CHARITABLE |
| GOOD NEIGHBOR HEALTH CARE CENTER | |||||||
| 190 HEIGHTS BLVD | HOUSTON | TX | 77007 | 741746576 | 501(C)(3) | 50000 | CHARITABLE |
| UNIVERSITY OF TEXAS MEDICAL BRANCH GALVESTON | |||||||
| 746000949 | GOVERNMENTAL | 333334 | CHARITABLE | ||||
| HEALTHCARE FOR THE HOMELESS | |||||||
| PO BOX 66690 | HOUSTON | TX | 77266 | 760647934 | 501(C)(3) | 50000 | CHARITABLE |
| HOUSTON COMMUNITY HEALTH CENTERS | |||||||
| 424 HAHLO STREET | HOUSOTN | TX | 77020 | 760622208 | 501(C)(3) | 50000 | CHARITABLE |
| IBN SINA FOUNDATION | |||||||
| 9888 BISSONNET 150M | HOUSTON | TX | 77036 | 760698464 | 501(C)(3) | 50000 | CHARITABLE |
| LEGACY COMMUNITY HEALTH SERVICE | |||||||
| PO BOX 66308 | HOUSTON | TX | 77266 | 760009637 | 501(C)(3) | 50000 | CHARITABLE |
| SPRING BRANCH COMMUNITY HEALTH CENTER | |||||||
| 1615 HILLENDAHL BLVD SUITE 100 | HOUSTON | TX | 77055 | 300198705 | 501(C)(3) | 50000 | CHARITABLE |
| UNIVERSITY OF ST THOMAS | |||||||
| 3800 MONTROSE BLVD | HOUSTON | TX | 77006 | 741277664 | 501(C)(3) | 400000 | CHARITABLE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 21 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedures for monitoring and reviewing the use of grant funds: | Identifier |
| Return Reference | SCHEDULE I, PART I, LINE 2 | ReturnReference |
| Explanation | Grant recipients are required to acknowledge in writing prior to the issuance of grant funds that: the grant will be used in accordance with the stAted purpose of the grant application, the recipient is an eligible recipient of such funds, any unused funds related to the specific purpose of the grant will be returned to the organization, and progress reports and other financial statements/tax returns will be submitted periodically to the organization for review. Accordingly, the organization reviews the progress reports and other financial data received from recipients to insure proper use of granted funds. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Copy of Form 990 provided to governing body | Form 990, Part VI, Question 11 | The organization engages an outside accounting firm to prepare Form 990. Once prepared, the board chair and administrative assistant review the form prior to filing. |
| Regular and Consistent monitoring and compliance with policy | Form 990, Part VI, Question 12c | The board chair reviews and resolves, if necessary, any transactions as they arise throughout the year. |
| Organizational documents made available to public | Form 990, Part VI, Question 19 | The organization does not make its governing documents, policies, and financial statements available to the public. |
| Committee responsible for oversight of audit, review, or compilation | Form 990, Part XII, Question 2c | The board of trustees acts in a capacity as an audit committee and assumes the responsibility for oversight of the audit, review, or compilation of financial statements and selection of an independent accountant. |
| OTHER CHANGES IN NET ASSETS | FORM 990, PART XI, LINE 9 | AETHER REAL ASSETS II, L.P. ($12,336) |